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For Companies At a Glance
- Tasks: Manage financial accounts, budgets, and compliance for a prestigious multi-family office.
- Company: Leading independent Private Investment Office in London managing $3bn for wealthy families.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Join a top-tier firm and make a significant impact on high-net-worth clients' financial strategies.
- Qualifications: Degree-level education, ACA qualification, and 5 years of finance experience required.
The predicted salary is between 72000 - 108000 £ per year.
My client is a leading independent, London-based, Private Investment Office managing capital of around 20 wealthy families and institutions. They oversee approximately $3bn of capital for these clients, providing a mix of outsourced CIO and discretionary investment management services. They are now looking for a Finance principal to take on roles which were previously outsourced.
The Role
- Preparation of management accounts;
- Preparation of annual budget;
- Completing and submitting FCA returns accurately and on time;
- Preparation and collation of information for board packs;
- Cashflow management including weekly payment runs and bank and credit card reconciliations;
- Quarterly client invoicing;
- Preparation of year-end financial statements;
- Supporting external auditors as required;
- Ensuring good systems and processes to enable timely management reporting;
- Tax management (VAT returns, Corporation tax returns, payments to HMRC, consortium relief etc).
Compliance
- Attending quarterly compliance monitoring meetings;
- Preparation and maintenance of the ICARA document;
- Preparation of annual AMLRO and SYSC reports;
- Maintaining gift, entertainment, conflicts, approved person and breaches registers;
- Working with HR on training policy, annual F&P reviews and PA trading returns are completed;
- Ensuring conflicts policy is maintained and updated where appropriate;
- Ensuring website disclosures and policies are updated;
- Ensuring management is kept abreast of any new reporting or regulatory requirements.
Client work
- Assist in consolidated reporting for private clients;
- Assist with tax queries;
- Act as an outsourced provider of (non investment related) family office services.
Candidate background
- First class academic background, up to degree level;
- Minimum A-level qualifications (or equivalent) in Mathematics, Economics or have done a quantitative degree;
- Qualified UK accountant (ACA) with good understanding of accounting principles, financial analysis and reporting standards;
- Minimum of 5 years of work experience in a finance role in a related field – e.g. a (multi) family office, asset manager or private equity / hedge fund;
- Previous experience of FCA returns and some familiarity of the regulatory environment would be helpful but not essential.
Financial Director employer: Stephenson Executive Search
Contact Detail:
Stephenson Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Director
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who have experience in family offices or private investment. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical skills and understanding of compliance regulations. We recommend practising common interview questions related to financial management and FCA returns so you can impress them with your knowledge.
✨Tip Number 3
Showcase your achievements! When you get the chance to talk about your experience, highlight specific examples of how you've managed budgets or improved financial processes. Numbers speak louder than words, so be ready to share your successes.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Financial Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Finance Director role. Highlight your experience in management accounts, budgeting, and compliance. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this position. Share specific examples of your achievements in finance and compliance that relate to the job description. Let your personality shine through!
Showcase Relevant Experience: When detailing your work experience, focus on roles where you've managed financial reporting, tax management, or client invoicing. We love seeing how you've tackled challenges in previous positions!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Stephenson Executive Search
✨Know Your Numbers
As a Financial Director, you'll need to demonstrate your expertise in financial management. Brush up on key financial metrics and be ready to discuss how you've managed budgets, cash flows, and financial statements in your previous roles.
✨Understand Compliance Requirements
Familiarise yourself with FCA returns and compliance regulations relevant to the role. Be prepared to discuss your experience with compliance monitoring and how you’ve ensured adherence to regulatory requirements in past positions.
✨Showcase Your Leadership Skills
This role involves overseeing finance functions that were previously outsourced. Highlight your leadership experience and how you've successfully managed teams or projects, ensuring effective communication and collaboration.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think of examples where you've navigated financial challenges or compliance issues, and be ready to explain your thought process and outcomes.
